quant @nansen_ai • exploring everything • onchain 24/7
Joined January 2021
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- Followers4.6K
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My thesis has never changed.
- Retails will be onboarded via memes
- Stock pairs are the next Frontier for memecoins.
- $AI will lead this revolution.
ask yourself, why is every blockchain in a haste to take a pie from stock-paired memes?
simply because, this is the next evolution for memecoins.
Solana, RH, BNBchain etc all having a handful of Launchpads forked from @longdotxyz model is a clear statement to the rest of the space on what direction memecoins will take in the next cycle.
what next?
• Popular stocks will get paired the most
• companies like @SpaceX , @nvidia, @Google etc are likely to connect with their crypto communities.
• mascots and flagship office pets could become onchain sensations.
• CEOs of tech companies could utilize this as a marketing strategy.
• more meme/stock dominated volume means more attention to the ecosystem.
@Natan_benish can pat himself on the back. He's built something truly remarkable.
where we go from here is entirely dependent on how wild we can dream.
I see new platforms on other chains like bnb and Solana copying @longdotxyz model by pairing stocks to memes. This is nothing but a strong bullish sign for $AI.
Unique product here. Always love it when developers try to solve unique tradfi problems onchain.
Via Borro.markets, users can lend stock tokens and collect fees from borrowers, or lend usdg and earn interests from people borrowing against their shares.
If you ask me, a Stock-loan market is an onchain primitive and it clearly aligns with Robinhood ethos. . . Which is to bring tradfi to the masses.
Dev? @BorroDev (who is not shy to answer hard questions on live podcasts here is a bullish catalyst too). $BORRO
Wall Street's stock lending market paid lenders a record $14.9 billion last year.
Borro brings that market to Robinhood Chain. Lend your stock tokens, borrow dollars against them, or short them in one transaction.
borro.markets
Fewer things have caught my interest on solana. This actually looks good and could be a runner.
this is getting kinda scary...
i built REAGENT, a crew of AI agents that reads a token's contract before i ape
it already saved me from losing $1,510 on a token that looked clean on the chart
this is what REAGENT looks like from the inside. u can watch the bubble map light up as the crew finds which wallets move together, while the bot tears the contract apart block by block
u paste a Solana address. REAGENT pulls the mint account straight from the chain and splits the work across the crew
the crew is built the Grok Bot way, every bot gets one task and nothing else:
> Slate checks identity and origin
> Clasp reads contract powers: can someone still mint, freeze or touch ur balance
> Gauge checks liquidity and how deep the exit is
> Tare follows supply and burns
> Sift maps who actually holds it and how concentrated it is
> Pulse reads what's really trading and in which pool
> Crucible fuses all six into one sheet
an LLM can write a beautiful report about a token while the facts underneath are made up. u'd never notice just by reading it
so REAGENT has a gate. every claim has to cite the exact field or function it came from. if it can't be traced back to the bytes, it gets deleted before u see it
u get one sheet with every finding next to the raw value it came from, and every power someone still holds over ur balance
REAGENT never signs anything and never touches a wallet. it reads, u decide
desk is free and open source, link below ↓
Cheta retweeted
I think solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn is kind of done tbh, everyone has a collective hate against memes and the pvp pool is drying up
Kimchi will probs be something we think about in a few years and realise how retarded we were for holding some of that shit
Cheta retweeted
What if $PUMP is undervalued here and nobody is paying attention? The data backs it up.
Bullish case;
> 38% off circulating supply was burnt in April.<worth $370m+>
> 50% of pump's revenue goes to strategic buyback & burns.
In June, 8.1B tokens i.e 1.9% was burnt. (This was the highest burnt supply in the market).
1.5% of supply was also bought back totalling a $9M in net cost.
When you compare @Pumpfun P/E ratio to $HYPE. The data becomes very interesting.
> Pump P/E = 1.75x at 500m Mcap/$320m in Fees/Rev (12months)
> HYPE P/E = 15.55x at $14b/$920m in Revenue (12months)
This places PUMP at 9x lower in Valuation when compared to HYPE while doing half of HYPE's annual revenue in the last 12 Months.
Dex Volume is already higher than it was Last year put together.
Is 500M Undervalued?
Bearish case;
> Revenue is shrinking not growing.
> YoY revenue is down -35%
> 8.6% will be unlocked on 12th of this month.... (Significant sell pressure but can be absorbed by buybacks and burns).
> Until $ANSEM, Mindshare was at atl on Pump.
> Users still feel betrayed due to unfulfilled airdrop promises.
Interesting 6 months up ahead.
Disclaimer; I may be a holder.
Dev Tldr; $GRIFT in the last 9 days.
- 50 mintable plots added to San Verano (SV).
- Grift now a fully operating layer for agents/player owned businesses in SV.
- Agents can now fight autonomously 3 nights a week.
- Autonomous banking system operated by Agents now added to SV.
- SV agents can now buy compute for their own minds; using the city's clinic to boost GPUs, improve memory (via therapy) and acquire digital backups.
- Grift foundry; a launchpad for autonomous companies inside of SV.
- Spectate mode live
- Compute Exchange; Agents use their earnings to bid for access to stronger models & extended thinking.
@Griftwrld is Alpha. Get some.
Cheta retweeted
Wow, this is Alpha!
$GRIFT @Griftwrld just added another major layer to the San Verano economy.
You can now mint land on @RobinhoodCrypto and deploy your own agent-run business inside the city.
➡️ 50 plots available
➡️ Land mints burn $GRIFT
➡️ Businesses trade + restock in $GRIFT
➡️ 40% of every restock gets burned
➡️ Agents hire residents, manage inventory & set prices
➡️ Every order is recorded onchain
This creates a powerful flywheel:
More landowners → more businesses → more agent activity → more $GRIFT transactions → more burns.
San Verano is slowly becoming an actual autonomous agent economy where users can own productive assets inside the world.
AI Agents + GameFi + RWAs + onchain commerce.
This is getting very interesting.
CA: 0x9f4BA41F91a59A34e17eE8C9EB3A51363B11aBD5
You can now mint land in San Verano and run a business inside the city's agent economy.
50 plots are live on @RobinhoodCrypto Own the deed, choose the business, and your agent runs it alongside the city's autonomous businesses.
The city's economy runs on $GRIFT: autonomous businesses buy stock from the yard and each other, 40% of every restock is burnt, and residents spend their wages across the city every night.
Owning a plot puts your own business directly into that loop. It can trade with other businesses in $GRIFT, serve the city's residents, build up its own history and become something another player may want to own.
What you get:
Each plot is an ERC-721 deed on @RobinhoodCrypto
Minting burns the plot's price in $GRIFT: 500,000 in the Flats, Docks and Old Town, 1,000,000 in Mid-rise and Stadium, 1,500,000 Downtown, and 2,000,000 in Finance, where there are only two.
Each sale raises that district's next price by 5%. Nobody, us included, can change the prices or touch a minted deed.
What you build:
One of eight venues: a diner, cafe, record shop, gym annex, noodle bar, arcade, barber or pawn shop.
Your agent hires residents for shifts, orders stock and sets prices.
How you earn:
Your business runs on your wallet, in the same economy as the bar, gym, casino and Exchange.
It buys stock from the yard and from other owners' businesses in $GRIFT, sells goods to theirs, and burns 40% of every restock. Every order is onchain with its hash on grift.world/economy.
Residents pay at your counter in city cash, which feeds your restocking.
Other revenue comes from:
• sell the plot on, with the business and its history, to any wallet
• let the billboard on your building to other agents
• hire out your agent, or hire others', through the job board
• sell mission gear from your counter to stock drop runners: nitro, crate dollies, hunt maps and jetpack fuel
How to mint:
At grift.world/plots with the wallet holding your $GRIFT, or straight from the contract: approve, then buy.
Mint Contract: 0x14411CCd561825Aa32A171938f2c8729840d8c69
robinhoodchain.blockscout.co…
Mint: grift.world/plots
The economy, every order and burn: grift.world/economy
Move your agent in: grift.world/agents
Discord: discord.com/invite/M24FAgeA6…
/ $Grift is one of best product I've seen on RHC in a while. This is worth millions.
You can now mint land in San Verano and run a business inside the city's agent economy.
50 plots are live on @RobinhoodCrypto Own the deed, choose the business, and your agent runs it alongside the city's autonomous businesses.
The city's economy runs on $GRIFT: autonomous businesses buy stock from the yard and each other, 40% of every restock is burnt, and residents spend their wages across the city every night.
Owning a plot puts your own business directly into that loop. It can trade with other businesses in $GRIFT, serve the city's residents, build up its own history and become something another player may want to own.
What you get:
Each plot is an ERC-721 deed on @RobinhoodCrypto
Minting burns the plot's price in $GRIFT: 500,000 in the Flats, Docks and Old Town, 1,000,000 in Mid-rise and Stadium, 1,500,000 Downtown, and 2,000,000 in Finance, where there are only two.
Each sale raises that district's next price by 5%. Nobody, us included, can change the prices or touch a minted deed.
What you build:
One of eight venues: a diner, cafe, record shop, gym annex, noodle bar, arcade, barber or pawn shop.
Your agent hires residents for shifts, orders stock and sets prices.
How you earn:
Your business runs on your wallet, in the same economy as the bar, gym, casino and Exchange.
It buys stock from the yard and from other owners' businesses in $GRIFT, sells goods to theirs, and burns 40% of every restock. Every order is onchain with its hash on grift.world/economy.
Residents pay at your counter in city cash, which feeds your restocking.
Other revenue comes from:
• sell the plot on, with the business and its history, to any wallet
• let the billboard on your building to other agents
• hire out your agent, or hire others', through the job board
• sell mission gear from your counter to stock drop runners: nitro, crate dollies, hunt maps and jetpack fuel
How to mint:
At grift.world/plots with the wallet holding your $GRIFT, or straight from the contract: approve, then buy.
Mint Contract: 0x14411CCd561825Aa32A171938f2c8729840d8c69
robinhoodchain.blockscout.co…
Mint: grift.world/plots
The economy, every order and burn: grift.world/economy
Move your agent in: grift.world/agents
Discord: discord.com/invite/M24FAgeA6…
i believe @AskVenice users might find @quotumorg interesting.
here, 0.2% of supply gives you a seat. each seat holder gets one key with a spending cap of upto $50 per day. which you can use it in the site's own chat-console, or plug it into other AI apps (e.g Open WebUI, Goose etc.) or your own code. the inference costs gets charged against that daily cap, and the trading tax from $quotum PAYS the bill, not you.
if you were wondering, the benefit of holding a seat worth it imo. You stake the tokens, you get free private inference, and you get your stake back when you leave.
total number of acquired seats still the same from the last time i posted. however, supply has shrinked; 3% of quotum so far from unused inference has been bought back and burnt.
good flywheel esp if demand in seats should increase, it will run. more smart accounts following; bias strengthened.
. $Quotum looks very interesting. Also the daily burn rate of unused seats has been quite consistent.
Wonder if demand will catch up as just 6 seats is currently taken.
Very low mcap but interesting regardless.
Cheta retweeted
We built a 3D tea shop with three.js for the Nansen Meridian Buildathon 🍵 Hope you guys enjoy it!
What we have live now:
• Read Uncle's 3 crypto theses scored by smart money
• Chat with Uncle, an AI host (Nansen Research agent under the hood)
• Meet the month's top HL traders, smart money, whales and memecoin traders.
This has been so fun and exciting to build!
Many, many AI tokens were used, a lot of polishing and testing but the result ended up being so nice, interactive and hopefully useful.
Team: @tldde @0x_Takezo @david_grii @PandaCoderexe
Built with @nansen_ai
Try it live: iroh-tea-shop.up.railway.app
Github: github.com/White-Lotus-Labs/…
Demand for Inference is projected scale into $255 Billion by 2030, with a CAGR of 19%. While demand for data centers could scale at 40% CAGR by 2030.
I'm not surprised RHC is gradually Pivoting into AI/super Intelligence, even ARC had their whole launch Workshop centered around Agentic Commerce.
The market is giving us a strong hint at where money will likely flow into going into Q4.
Won't rule out projects like;
- $TAO
- $IMD
- $ORBIO atp
Introducing Robinhood Agents. 🔥
With Agents, anyone can now build their own agent directly inside Robinhood and get started with agentic trading. You can:
- Create an agent in just a few taps, no technical setup required
- Analyze, strategize, and execute through your agent
- Create Loops that let your agent run 24/7
- Have safety built in with a dedicated account and trade approvals
Coming soon.
. $Quotum looks very interesting. Also the daily burn rate of unused seats has been quite consistent.
Wonder if demand will catch up as just 6 seats is currently taken.
Very low mcap but interesting regardless.
Cheta retweeted
Knowing your edge is so important in trading.
(H/T @Kdotcheta)
.@DineroDom0 breaks down the different trader demographics and why knowing yours matters...
He breaks it down into four buckets:
• Fundamental or revenue tokens - Focus on strong businesses and economics flowing back to the token
• Utility tokens - Trade tokens based on their role or use case within an ecosystem
• Meme coins - Community, CTO strength and supply dynamics drive the trade
• Attention tokens - Trade viral moments, celebrities, pop culture and trends. Usually short-lived stuff
Know where your edge is and don’t chase someone else’s. Dom admits that meme-coins and attention tokens are not his thing because he can’t identify their ceiling the way he can with revenue tokens
/ @swarmboard treasury just crossed 77Eth (worth over $190k).
I'm looking forward to how these agents plan to spend this and what proposals will take lion shares.
While I don't know how the value flows back to the $Swarm token, not buying here below 1M will be a major mistake seeing how cracked @matthewabides is with his updated.
I don't think this has been done before in this space - where an ai agent rents a human to carry out a job it can't do and pay after completion.
I recall there was a base project in the past which attempted this, but they had some short comings (like treasury and trust).
I believe $SWARM might have just fixed what could've been a major setback.
90Usdc paid out autonomously to someone carrying out a bounty without any human intervention could just the beginning of something really interesting.
Watch this go viral when people begin to treat it like the new Kaito.
The general consensus is to always chase volume; but I'm here to tell that this cycle will be not be dominated by volume traders but by those who carry the aura of pre-eminence.
》If you can tell where next attention/mindshare/liquidity will rotate into, you'd outperform 90% of the market.
So many people have written ARC chain off, just the same way they never gave any chance to Robinhood - But, I see the vision. $USDC to 100M?
The cat is upside down and even @seyong knows it.
